RIA Intelligence

CAIRD INVESTMENT PARTNERS, LLC

Legal name: CAIRD INVESTMENTS

CRD #334504 SEC #801-132104 DALLAS, TX (469)729-0530
SEC Registered
Total AUM
$456.1M
Discretionary
$456.1M
Employees
8
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARSHALL, JOSEPH, BENJAMINICHIEF EXECUTIVE OFFICER / MANAGING MEMBERE Control
MARSHALL, JOSEPH, BENJAMINICHIEF EXECUTIVE OFFICER / MANAGING MEMBERE Control
MARSHALL, JOSEPH, BENJAMINICHIEF EXECUTIVE OFFICER / MANAGING MEMBERE Control
SCHOTT, MICHAEL, JAMESICHIEF COMPLIANCE OFFICER / MANAGING MEMBERB Control
SCHOTT, MICHAEL, JAMESICHIEF COMPLIANCE OFFICER / MANAGING MEMBERB Control
SCHOTT, MICHAEL, JAMESICHIEF COMPLIANCE OFFICER / MANAGING MEMBERB Control

Registrations

Federal

IA
Jun 17, 2025 REGISTERED

Address

3500 MAPLE AVE
SUITE 1580
DALLAS, TX 75219
United States
Phone: (469)729-0530